Anic Equity¶
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Total return since start: 0.654 %¶
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Equity now: -----------------------------> 50528.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44248.82 Kr¶
PnL: ---------------------------------------> -526.57 Kr¶
DD now: ---------------------------------> -4.879 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 17:08:39.996996'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Orrön Energy | 170 | -1.490000 | 2075.700000 | 34.850000 | 1.710000 | 2040.850000 |
| Hexagon B | 26 | -0.410000 | 3438.500000 | 27.300000 | 0.800000 | 3411.200000 |
| Vitec Software Group B | 2 | -0.710000 | 1118.000000 | 17.000000 | 1.540000 | 1101.000000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Profoto Holding | 7 | 0.240000 | 596.400000 | 14.400000 | 2.470000 | 581.999999 |
| HEXPOL B | 8 | -0.410000 | 960.800000 | 5.600000 | 0.590000 | 955.200000 |
| Hexatronic Group | 15 | 2.030000 | 1072.200000 | 4.500000 | 0.420000 | 1067.700000 |
| Hennes & Mauritz B | 6 | -0.640000 | 914.400000 | 4.440000 | 0.490000 | 909.960000 |
| Sagax B | 4 | -1.910000 | 885.200000 | 2.000000 | 0.230000 | 883.200000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| INVISIO | 15 | -1.450000 | 3562.500000 | 0.000000 | 0.000000 | 3562.500000 |
| ASSA ABLOY B | 4 | -1.510000 | 990.400000 | -0.400000 | -0.040000 | 990.800000 |
| Sandvik | 4 | -1.540000 | 845.200000 | -0.400000 | -0.050000 | 845.600000 |
| Atrium Ljungberg B | 5 | -0.880000 | 900.500000 | -1.000000 | -0.110000 | 901.500000 |
| AcadeMedia | 20 | -1.060000 | 974.000000 | -1.600000 | -0.160000 | 975.600000 |
| SKF B | 5 | -1.540000 | 976.250000 | -1.750000 | -0.180000 | 978.000000 |
| Platzer Fastigheter Holding B | 12 | -1.750000 | 945.600000 | -3.600000 | -0.380000 | 949.200000 |
| Biotage | 1 | -9.000000 | 143.600000 | -3.900000 | -2.640000 | 147.500000 |
| BHG Group | 109 | -5.670000 | 1414.820000 | -4.360000 | -0.310000 | 1419.180000 |
| Latour B | 4 | -3.540000 | 849.600000 | -4.400000 | -0.520000 | 854.000000 |
| Bufab | 3 | -1.280000 | 1068.000000 | -4.800000 | -0.450000 | 1072.800000 |
| Addnode Group B | 7 | -3.020000 | 898.100000 | -4.900000 | -0.540000 | 903.000000 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| EQT | 4 | -2.440000 | 864.000000 | -6.800000 | -0.780000 | 870.800000 |
| Alimak Group | 12 | -0.950000 | 996.000000 | -8.400000 | -0.840000 | 1004.400000 |
| JM | 7 | -2.330000 | 939.400000 | -8.400000 | -0.890000 | 947.800000 |
| Gränges | 10 | 3.220000 | 1027.000000 | -9.000000 | -0.870000 | 1036.000000 |
| OX2 | 12 | -4.110000 | 897.000000 | -9.600000 | -1.060000 | 906.600000 |
| Byggmax Group | 33 | -3.030000 | 950.400000 | -14.520000 | -1.500000 | 964.920000 |
| Creaspac SPAC | 40 | -0.520000 | 3808.000000 | -16.000000 | -0.420000 | 3824.000000 |
| Vitrolife | 3 | -3.250000 | 660.600000 | -16.400000 | -2.420000 | 677.000001 |
| BioGaia B | 8 | -3.570000 | 884.800000 | -17.600000 | -1.950000 | 902.400000 |
| Investor B | 3 | -2.410000 | 639.000000 | -19.000000 | -2.890000 | 657.999999 |
| Catena | 2 | -2.840000 | 779.200000 | -24.400000 | -3.040000 | 803.600000 |
| Hoist Finance | 36 | -3.060000 | 968.400000 | -39.600000 | -3.930000 | 1008.000000 |
| VEF | 788 | -2.810000 | 1850.220000 | -47.280000 | -2.490000 | 1897.504000 |
| Sedana Medical | 93 | -3.300000 | 2613.300000 | -370.280000 | -12.410000 | 2983.577733 |
| TOTAL | 44257.690000 | -517.700000 | -4.86027% | 44775.391732 |
Updated:¶
'2023-06-19 17:06:40.885760'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
